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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

382 hedge funds and large institutions have $3.94B invested in Invesco FTSE RAFI US 1000 ETF in 2021 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 128 increasing their positions, 104 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
382
Holders Change
+29
Holders Change %
+8.22%
% of All Funds
5.9%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.37%
New
54
Increased
128
Reduced
104
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RA
RFG Advisory
Alabama
$115M
2
Ameriprise
Ameriprise
Minnesota
$211M
3
Bank of America
Bank of America
North Carolina
$349M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$79M
5
Osaic Holdings
Osaic Holdings
Arizona
$37.4M

Top Sellers

1
AA
Ancora Advisors
Ohio
$853K
2
CAN
Cetera Advisor Networks
California
$8.91M
3
CST
Charles Schwab Trust
Nevada
$0
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$8.29M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$382K
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
251
SVB Wealth
Massachusetts
$357K – – –
SFP
252
Sandbox Financial Partners
Maryland
$354K +$1.55K +45 +0.4%
RC
253
Roundview Capital
New Jersey
$344K -$17.2K -500 -5%
CG
254
Colony Group
Massachusetts
$341K +$172 +5 +0.1%
UCFA
255
United Capital Financial Advisors
Texas
$340K +$1.54K +45 +0.5%
MSAM
256
Moloney Securities Asset Management
Missouri
$319K +$857 +25 +0.3%
SFS
257
Summit Financial Strategies
Ohio
$317K – – –
SQA
258
Simon Quick Advisors
New Jersey
$314K +$1.38K +40 +0.4%
PW
259
Peninsula Wealth
California
$309K +$309K +9,000 New
TWM
260
Tradition Wealth Management
Minnesota
$308K – – –
GWS
261
Glassman Wealth Services
Virginia
$302K -$32.2K -940 -10%
HNB
262
Huntington National Bank
Ohio
$300K -$247K – –
SWA
263
Sightline Wealth Advisors
Connecticut
$294K +$1.38K +40 +0.5%
NG
264
NWK Group
California
$292K – – –
SC
265
Steph & Co
Wisconsin
$289K +$1.89K +55 +0.7%
AWA
266
Arete Wealth Advisors
Illinois
$286K -$7.78K -225 -3%
MA
267
MBA Advisors
Pennsylvania
$281K – – –
IWM
268
IHT Wealth Management
Illinois
$280K -$20.1K -585 -7%
AWM
269
Aprio Wealth Management
Georgia
$280K – – –
EWM
270
Empirical Wealth Management
Washington
$280K +$280K +8,145 New
ACP
271
Aveo Capital Partners
Colorado
$279K +$2.06K +60 +0.7%
SFG
272
Sovereign Financial Group
Connecticut
$277K +$40.3K +1,175 +17%
F4L
273
Fortune 45 LLC
Louisiana
$277K +$277K +8,065 New
VFA
274
Valeo Financial Advisors
Indiana
$275K – – –
OSAM
275
O'Shaughnessy Asset Management
Connecticut
$270K – – –
9 10
11
12 13